How to create an action

Note that some Actions features are only available for customers with the Act package. Please reach out to your Customer Success Manager if you can't see some features, and want to know more about the Act package. 

Do you want to start working on improving or maintaining a specific temperature or set up a plan on how to minimize bullying and discrimination? With the actions feature, you can set and define actions everyone can work towards.


Unsure of what an action is?

What are actions?

How to create an action

You will find the option to set up an action in different places in Winningtemp. Either under the actions tab or in the actions section in the category dashboard.

From the actions page:

  1. Go to the Actions page in the left navigation field
  2. Click Create Action
  3. Read below on how to create to complete the action

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From the category dashboard:

  1. Go to the temperature page in the left navigation field
  2. Click on the temperature you want to see more information about to access the category dashboard
  3. Scroll down to find the actions section
  4. Click Create Action or use the plus sign you'll find in various places in the category dashboard
  5. Read below on how to complete the action

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Decide if you want to set up a quick action or a more detailed action plan.


Create a quick action

  1. Click Quick action
  2. Pick a category for the action. If you start the action from a focus area, it will auto-populate
  3. Decide between a predefined action, a previously created internal action template, or create a custom action in the free text field
  4. Click Next
  5. Select the target group. The target group will auto-populate if you create an action from a category
  6. Select if the action should be private or visible to others (see the image below)
  7. Select a responsible user for the action
  8. Select a Date for when you want the action to end
  9. Click Finish.

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Create an Action Plan

  1. Click Create an Action Plan
  2. Summarize your action plan in one sentence under "What will you work with?"
  3. Write the purpose of the action plan and what you want to achieve
  4. Define the category you'd like to focus on, for example, leadership
  5. Select the target group. The target group will auto-populate if you create an action from a category
  6. Select if the action should be private or visible to others (see the image above)
  7. Click Next
  8. Pick a predefined action, a previously created internal action template, or create a custom action in the free text field
  9. Click Next
  10. Select a responsible user for the action
  11. Set a due date
  12. Click Finish.

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Pro-tip

Once the action is complete, you will be able to see its effects in the Impact column. If you have a positive value, it means that your actions may have had a good impact on results. 

If you see a negative value, don’t worry, some focus areas take more time to improve. We recommend talking to your team about this focus area and trying to define how to move forward. Once that is done, we recommend you set up a new action, so you can follow the progress and see the impact. 

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